Quick Read – UBER trades 30% below its all-time high despite WeRide and Wayve robotaxi deals and 44% non-GAAP EPS growth last quarter. – A $1.5 billion equity revaluation headwind crushed GAAP net income 85%, as Kevin Warsh’s hawkish Fed broadly reprices long-duration tech…
ltiples. – Wall Street’s $104 consensus target implies 47% upside, but analysts advise waiting for price stabilization near $58 before committing fresh capital. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Uber didn’t make the cut. Grab the names FREE today
Uber Technologies (NYSE:UBER) at $70.91 sits in a holding pattern. The stock absorbed a sharp leg lower on the same day it unveiled a Zurich robotaxi launch with WeRide and a global Level 4 partnership with Stellantis and Wayve, capturing why this name is interesting and uninvestable simultaneously. Uber runs the world’s largest ride-hailing and food delivery network, with 199 million monthly active platform consumers and 3.6 billion trips last quarter.
The platform shifted from cash-burning growth to a free-cash-flow machine, with management leaning into autonomy as the next decade’s flywheel. Shares are down from $92.65 at the Q3 2025 earnings report to current levels, with the 52-week high of $101.99 now distant. Why the Bulls See a Compounder on Sale Q1 2026 delivered Gross Bookings of $53.72 billion, up 25% year over year, operating income of $1.923 billion, up 56.6%, and free cash flow of $2.286 billion.